Institutional Ownership Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD). We have compiled data on the 452 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
64,502
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Added 473.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
64,073
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 59.5%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
62,526
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
62,034
shares
|
$1.05 Million
0.56% of portfolio
|
Q3 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
61,528
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
60,949
shares
|
$1.03 Million
0.4% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
60,566
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.21%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
58,891
shares
|
$999,380
0.02% of portfolio
|
Q4 2022
Reduced 69.03%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
58,402
shares
|
$991,081
0.03% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
58,195
shares
|
$987,569
0.02% of portfolio
|
Q2 2025
Reduced 46.34%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
57,320
shares
|
$972,720
0.32% of portfolio
|
Q2 2025
Added 118.61%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
57,127
shares
|
$969,445
0.02% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
56,232
shares
|
$954,257
0.3% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
55,973
shares
|
$949,861
0.24% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
55,000
shares
|
$933,349
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
52,732
shares
|
$894,862
0.08% of portfolio
|
Q2 2025
Reduced 83.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
52,701
shares
|
$894,335
0.0% of portfolio
|
Q2 2025
Added 35.28%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
52,587
shares
|
$892,401
0.3% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
51,880
shares
|
$880,403
0.73% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
51,735
shares
|
$877,942
0.09% of portfolio
|
Q2 2025
Added 87.09%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
51,204
shares
|
$868,931
0.02% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
49,727
shares
|
$843,867
0.49% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,613
shares
|
$841,932
0.01% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
48,584
shares
|
$824,470
0.02% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
48,332
shares
|
$820,194
0.01% of portfolio
|
Q2 2025
Added 27.07%
|